Insights from Fidelity's portfolio managers

A strong value signal from cellular tower stocks
The powerful combination of increasing data needs and attractive valuations of cellular tower stocks can’t be ignored, contends Fidelity’s Sammy Simnegar.
In the News
A spotlight on inventory management in retailing
The retailing industry’s ability, or lack thereof, to successfully manage inventory is coming into focus as business-critical, according to Fidelity’s Boris Shepov.
Megatrends
A duopoly dominating digital payments
Fidelity’s Ruth Nagle says the digital transfer of financial assets runs mainly through the robust global networks of Mastercard and Visa.
Value & Income
2 beneficiaries of health care labor shortages
Undervalued shares of health care facilities and managed care companies may be good investment options amid labor challenges in the broader sector, according to Fidelity’s Justin Segalini.
Managing Market Risks
The effects of rising wages
How Dan Kelley is investing to avoid companies with sharply rising labor costs.
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